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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

2,706 hedge funds and large institutions have $240B invested in iShares Core S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,140 increasing their positions, 1,054 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,706
Holders Change
+44
Holders Change %
+1.65%
% of All Funds
42.67%
Holding in Top 10
879
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+4.02%
% of All Funds
13.86%
New
146
Increased
1,140
Reduced
1,054
Closed
74
Calls
$460M
Puts
$181M
Net Calls
+$279M
Net Calls Change
+$143M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$2.1B
2
Millennium Management
Millennium Management
New York
+$1.68B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$653M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$620M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$512M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.54B
2
Bank of America
Bank of America
North Carolina
-$1.04B
3
JSTA
Japan Science & Technology Agency
Japan
-$961M
4
Citigroup
Citigroup
New York
-$750M
5
MYLI
Meiji Yasuda Life Insurance
Japan
-$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
951
Bay Colony Advisors
Massachusetts
$9.38M +$30.3K +68 +0.3%
IFAM
952
Institutional & Family Asset Management
Colorado
$9.35M -$526K -1,180 -5%
XF
953
XML Financial
Maryland
$9.32M +$221K +495 +2%
Vanguard Group
954
Vanguard Group
Pennsylvania
$9.31M -$286K -641 -3%
AAM
955
Aureus Asset Management
Massachusetts
$9.29M -$90.5K -203 -1%
HSA
956
HBK Sorce Advisory
Pennsylvania
$9.26M +$1.99M +4,463 +27%
WMP
957
Wealth Management Partners
Arizona
$9.26M +$301K +675 +3%
LWP
958
Lumature Wealth Partners
Georgia
$9.24M +$127K +285 +1%
Fiera Capital (Canada)
959
Fiera Capital (Canada)
Quebec, Canada
$9.21M +$196K +440 +2%
CIAS
960
Capital Investment Advisory Services
North Carolina
$9.17M +$1.16M +2,596 +14%
ACM
961
Armbruster Capital Management
New York
$9.17M -$4.46K -10 -0%
CT
962
Colonial Trust
South Carolina
$9.15M -$2.67K -6 -0%
EK
963
Evensky & Katz
Florida
$9.11M -$523K -1,173 -5%
CT
964
Clearstead Trust
Maine
$9.1M +$80.8K +192 +0.9%
LP
965
LGL Partners
Pennsylvania
$9.07M +$16.5K +37 +0.2%
AI
966
Arrien Investments
Idaho
$9.06M +$121K +271 +1%
SAG
967
Spotlight Asset Group
Illinois
$9.03M +$144K +322 +2%
RWIA
968
Roger Wittlin Investment Advisory
California
$9.03M +$1.22M +2,727 +16%
KWA
969
KCS Wealth Advisory
California
$9.01M -$552K -1,238 -6%
Empower Advisory Group
970
Empower Advisory Group
Colorado
$8.99M -$739K -1,657 -8%
LT
971
Legacy Trust
Michigan
$8.97M -$71.8K -161 -0.8%
WCP
972
Wick Capital Partners
Pennsylvania
$8.96M -$81.6K -183 -0.9%
GCM
973
Granby Capital Management
Florida
$8.91M – – –
CWM
974
Connecticut Wealth Management
Connecticut
$8.91M +$288K +646 +3%
CPW
975
Catalyst Private Wealth
California
$8.9M +$3.93M +8,820 +79%
37 38
39
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